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Original filing (PDF)20250925092733NAL0007497729001
FRASCO, INC.
Form 5500
FILING_RECEIVED
FRASCO, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
28% in single holdingNo recordkeeper disclosed
Active participants
323
Accounts w/ balance
370
Plan assets (EOY)
$18.8M
Net assets (EOY)
$18.8M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
86
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Standard Insurance Company Vanguard Wellington Admiral" is 28% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRASCO, INC..
Plan sponsor
Name
FRASCO, INC.
EIN
95-2951406
Address
9870 IRVINE CENTER DRIVE · IRVINE, CA · 92618
Phone
(877) 372-7261
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $63K | — |
Investments
35 direct securities · 1 pooled fund· $36.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$18.8M
35 holdings
Pooled Separate Account
$17.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A STANDARD INSURANCE COMPANY · EIN 93-0242990 / PN 005 | Pooled Separate Account | — | — | $17.8M | 94.6% | |
| Standard Insurance Company Vanguard Wellington Admiral | — | — | — | $5.3M | 28.3% | |
| Standard Insurance Company Vanguard 500 Index Admiral | — | — | — | $2.2M | 11.9% | |
| Standard Insurance Company T. Rowe Price Retire I 2060 I ** 49 * Standard Insurance Company T. Rowe Price Mid-Cap Gr I | — | — | — | $2.0M | 10.9% | |
| Standard Insurance Company JPMorgan Large Cap Growth R6 | — | — | — | $1.4M | 7.4% | |
| Standard Insurance Company T. Rowe Price Retire I 2040 I | — | — | — | $1.1M | 5.8% | |
| Standard Insurance Company Guaranteed Interest Fund | — | — | — | $918K | 4.9% | |
| Standard Insurance Company JPMorgan Mid Cap Growth R5 | — | — | — | $898K | 4.8% | |
| Standard Insurance Company T. Rowe Price Mid-Cap Val I | — | — | — | $897K | 4.8% | |
| Standard Insurance Company American Century Ultra R6 | — | — | — | $578K | 3.1% | |
| Standard Insurance Company MFS Value R6 | — | — | — | $401K | 2.1% | |
| Standard Insurance Company T. Rowe Price Comm & Tech | — | — | — | $351K | 1.9% | |
| Standard Insurance Company Columbia Mid Cap Idx Instl 2 | — | — | — | $348K | 1.9% | |
| Standard Insurance Company T. Rowe Price Health Sci | — | — | — | $290K | 1.5% | |
| Standard Insurance Company Vanguard Info Tech Idx Adm DC | — | — | — | $265K | 1.4% | |
| Standard Insurance Company T. Rowe Price Retire I 2050 I | — | — | — | $205K | 1.1% | |
| Standard Insurance Company Dodge & Cox Income I | — | — | — | $194K | 1.0% | |
| Standard Insurance Company American Funds New Perspctv R6 | — | — | — | $156K | 0.8% | |
| Standard Insurance Company Hood River Small-Cap Gr Ret | — | — | — | $155K | 0.8% | |
| Standard Insurance Company Hartford Intl Opportun Y | — | — | — | $130K | 0.7% | |
| Standard Insurance Company Vanguard Int T TRS Idx Adm | — | — | — | $124K | 0.7% | |
| Participant Loans to participants, bearing interest rates ranging from 3.25% to 8.50% | — | — | — | $101K | 0.5% | |
| Standard Insurance Company Allspring Specl SMCP Value Ins | — | — | — | $97K | 0.5% | |
| Standard Insurance Company Allspring Special Mid Cap Value Inst | — | — | — | $82K | 0.4% | |
| Standard Insurance Company T. Rowe Price Retire I 2030 I | — | — | — | $81K | 0.4% | |
| Standard Insurance Company Franklin Gold & Prec Mtl R6 | — | — | — | $78K | 0.4% | |
| Standard Insurance Company Franklin Small Cap Val R6 | — | — | — | $63K | 0.3% | |
| Standard Insurance Company Vanguard Energy Index Adm | — | — | — | $61K | 0.3% | |
| Standard Insurance Company Vanguard Real Estate Idx Adm | — | — | — | $48K | 0.3% | |
| Standard Insurance Company MFS Intl Diversification R6 | — | — | — | $45K | 0.2% | |
| Standard Insurance Company DFA US Small Cap I | — | — | — | $43K | 0.2% | |
| Standard Insurance Company TIAA-CREF Soc Choice Eq Inst | — | — | — | $35K | 0.2% | |
| Standard Insurance Company T. Rowe Price Retire I 2020 I | — | — | — | $25K | 0.1% | |
| Standard Insurance Company Goldman Sachs Int Eq Insgt Ins | — | — | — | $16K | <0.1% | |
| Standard Insurance Company Vanguard Sm Cap Idx Adm | — | — | — | $12K | <0.1% | |
| Standard Insurance Company T. Rowe Price Retire Bal I | — | — | — | $4K | <0.1% |
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